Investment advisers
44,576 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 15051 | Intrinsic Investors Llc CRD 111968 | Wauwatosa, WI | Wealth Manager · Small ($100M–$1B) | $129M | 156 | 383 | 4 | 01/14/2026 | ☆ |
| 15052 | Burlingame Wealth Management, Llc CRD 300041 | Burlingame, CA | Wealth Manager · Small ($100M–$1B) | $129M | 38 | 115 | 1 | 07/02/2026 | ☆ |
| 15053 | Cgi Wealth Advisors, Inc. CRD 311273 | Frazer, PA | Insurance-Affiliated · Small ($100M–$1B) | $129M | 121 | 121 | 2 | 03/31/2026 | ☆ |
| 15054 | Trust Beyond Corp CRD 312721 | Wealth Manager · Small ($100M–$1B) | $129M | 22 | 30 | 1 | 01/16/2026 | ☆ | |
| 15055 | Sklar Capital Advisors, Llc CRD 286554 | Albuquerque, NM | Insurance-Affiliated · Small ($100M–$1B) | $129M | 277 | 277 | 3 | 02/26/2026 | ☆ |
| 15056 | Antonetti Capital Management, Llc CRD 156551 | Naples, FL | Wealth Manager · Small ($100M–$1B) | $129M | 141 | 330 | 2 | 02/23/2026 | ☆ |
| 15057 | Saber Capital Management Llc CRD 166103 | Fuquay Varina, NC | Private Fund Manager · Small ($100M–$1B) | $129M | 90 | 123 | 2 | 02/13/2026 | ☆ |
| 15058 | Genereux Investment Management, Inc. CRD 117436 | Wealth Manager · Small ($100M–$1B) | $129M | 77 | 253 | 1 | 06/29/2026 | ☆ | |
| 15059 | N CRD 327975 | Wealth Manager · Small ($100M–$1B) | $129M | 80 | 247 | 3 | 03/17/2025 | ☆ | |
| 15060 | Attleboro Wealth Management Llc CRD 318056 | Yardley, PA | Wealth Manager · Small ($100M–$1B) | $129M | 142 | 628 | 6 | 05/05/2026 | ☆ |
| 15061 | Marcus Capital, Llc CRD 130516 | Northfield, IL | Wealth Manager · Small ($100M–$1B) | $129M | 98 | 259 | 2 | 03/10/2026 | ☆ |
| 15062 | Rsc Asset Management Group, Llc CRD 312211 | Studio City, CA | Private Fund Manager · Small ($100M–$1B) | $129M | 8 | 8 | 9 | 03/31/2026 | ☆ |
| 15063 | Patina Wealth Llc CRD 283813 | Wealth Manager · Small ($100M–$1B) | $129M | 173 | 356 | 2 | 08/11/2026 | ☆ | |
| 15064 | Jct Investment Counsel, Inc. CRD 112571 | Akron, OH | Wealth Manager · Small ($100M–$1B) | $129M | 149 | 149 | 1 | 02/12/2026 | ☆ |
| 15065 | N CRD 340533 | Wealth Manager · Small ($100M–$1B) | $129M | 341 | 870 | 6 | 07/21/2026 | ☆ | |
| 15066 | Obion Capital Management Lp CRD 329954 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $129M | 3 | 4 | 4 | 03/31/2026 | ☆ |
| 15067 | Stephen Smith Financial Inc. CRD 339402 | Schaumburg, IL | Insurance-Affiliated · Small ($100M–$1B) | $129M | 160 | 458 | 4 | 07/08/2026 | ☆ |
| 15068 | Ralicki & Company, P.A. CRD 141192 | Stuart, FL | Wealth Manager · Small ($100M–$1B) | $129M | 113 | 253 | 3 | 03/06/2026 | ☆ |
| 15069 | Mariva Global Asset Management, Llc CRD 285674 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $129M | 153 | 153 | 5 | 04/13/2026 | ☆ |
| 15070 | Infinity Advisory Group, Llc CRD 324723 | Portage, MI | Insurance-Affiliated · Small ($100M–$1B) | $129M | 208 | 533 | 5 | 03/20/2026 | ☆ |
| 15071 | Wolfgang Capital Llc CRD 283525 | Temecula, CA | Wealth Manager · Small ($100M–$1B) | $129M | 430 | 729 | 5 | 02/17/2026 | ☆ |
| 15072 | Gordon Asset Management Llc CRD 137136 | West Palm Beach, FL | Wealth Manager · Small ($100M–$1B) | $129M | 38 | 40 | 3 | 02/06/2026 | ☆ |
| 15073 | Colchester Investment Counsel Llc CRD 126805 | Ridgefield, CT | Wealth Manager · Small ($100M–$1B) | $129M | 58 | 151 | 3 | 03/17/2026 | ☆ |
| 15074 | Qfc Advisory Llc CRD 118886 | Maryville, TN | Wealth Manager · Small ($100M–$1B) | $129M | 211 | 595 | 4 | 06/02/2026 | ☆ |
| 15075 | Capital View Wealth Management, Llc CRD 126653 | Wealth Manager · Small ($100M–$1B) | $129M | 27 | 27 | 1 | 03/03/2026 | ☆ | |
| 15076 | Holm & Cawley Financial Group Llc CRD 150601 | Las Vegas, NV | Insurance-Affiliated · Small ($100M–$1B) | $129M | 251 | 412 | 5 | 03/04/2026 | ☆ |
| 15077 | Diccianni Financial Group, Inc. CRD 149332 | East Norriton, PA | Insurance-Affiliated · Small ($100M–$1B) | $129M | 321 | 336 | 4 | 03/31/2026 | ☆ |
| 15078 | Lord And Richards Wealth Management, Llc CRD 328907 | Highlands Ranch, CO | Wealth Manager · Small ($100M–$1B) | $129M | 1,228 | 1,363 | 18 | 05/07/2026 | ☆ |
| 15079 | Pasnau Investment Management, Inc. CRD 125647 | Wealth Manager · Small ($100M–$1B) | $129M | 233 | 341 | 3 | 04/17/2026 | ☆ | |
| 15080 | Isf Global Capital Inc. CRD 340592 | Orlando, FL | Private Fund Manager · Small ($100M–$1B) | $129M | 109 | 112 | 4 | 06/05/2026 | ☆ |
| 15081 | Prospettiva Financial Llc CRD 148760 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $129M | 294 | 308 | 3 | 03/17/2026 | ☆ |
| 15082 | Hudson Heritage Capital Management, Inc. CRD 44357 | Croton On Hudson, NY | Insurance-Affiliated · Small ($100M–$1B) | $129M | 300 | 460 | 12 | 03/23/2026 | ☆ |
| 15083 | Banta Asset Management Lp CRD 142987 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $129M | 117 | 211 | 4 | 02/11/2026 | ☆ |
| 15084 | Catum Advisory Group, Llc. CRD 277148 | Wilton, CT | Wealth Manager · Small ($100M–$1B) | $129M | 94 | 296 | 4 | 03/30/2026 | ☆ |
| 15085 | Revalue Llc CRD 165499 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $129M | 254 | 501 | 8 | 05/06/2026 | ☆ |
| 15086 | Stephen Craig Schulmerich CRD 112547 | Wealth Manager · Small ($100M–$1B) | $129M | 392 | 392 | 2 | 01/22/2026 | ☆ | |
| 15087 | Foster Point Capital, Llc CRD 312356 | Wealth Manager · Small ($100M–$1B) | $129M | 126 | 414 | 3 | 03/19/2026 | ☆ | |
| 15088 | Foothills Advisors, Llc CRD 298408 | Cave Creek, AZ | Wealth Manager · Small ($100M–$1B) | $129M | 186 | 440 | 3 | 02/16/2026 | ☆ |
| 15089 | Pelican Investment Advisors, Llc CRD 313227 | Baton Rouge, LA | Wealth Manager · Small ($100M–$1B) | $129M | 270 | 272 | 12 | 06/30/2026 | ☆ |
| 15090 | Berkeley Capital Management, Llc CRD 149229 | Ellsworth, KS | Wealth Manager · Small ($100M–$1B) | $128M | 370 | 767 | 5 | 03/12/2026 | ☆ |
| 15091 | Kurtin Financial Advisers, Llc CRD 115418 | Wealth Manager · Small ($100M–$1B) | $128M | 22 | 27 | 1 | 03/06/2026 | ☆ | |
| 15092 | Bhk Securities, Llc CRD 139665 | Birmingham, AL | Insurance-Affiliated · Small ($100M–$1B) | $128M | 103 | 184 | 8 | 03/26/2026 | ☆ |
| 15093 | Broadhurst Financial Advisors, Inc. CRD 132332 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $128M | 59 | 259 | 1 | 06/17/2026 | ☆ |
| 15094 | N CRD 155899 | Wealth Manager · Small ($100M–$1B) | $128M | 239 | 500 | 2 | 10/02/2025 | ☆ | |
| 15095 | Indfin Llc CRD 127898 | Wealth Manager · Small ($100M–$1B) | $128M | 55 | 177 | 1 | 01/27/2026 | ☆ | |
| 15096 | St. John & Associates, Inc. CRD 124778 | Roswell, GA | Wealth Manager · Small ($100M–$1B) | $128M | 153 | 666 | 6 | 03/23/2026 | ☆ |
| 15097 | Ig Better Future Management, Llc CRD 314033 | Menlo Park, CA | Private Fund Manager · Small ($100M–$1B) | $128M | 19 | 19 | 8 | 04/10/2026 | ☆ |
| 15098 | Rm Adviser, Llc CRD 283877 | Orlando, FL | Private Fund Manager · Small ($100M–$1B) | $128M | 2 | 2 | 4 | 03/30/2026 | ☆ |
| 15099 | Octant Quantitative Investment Management Llc CRD 165355 | Salt Lake City, UT | Investment Adviser · Small ($100M–$1B) | $128M | 7 | 58 | 3 | 02/19/2026 | ☆ |
| 15100 | Pacifica Partners Capital Management Inc. CRD 162313 | Surrey | Wealth Manager · Small ($100M–$1B) | $128M | 260 | 414 | 10 | 01/22/2026 | ☆ |